Creating Meeting Folders

Meeting Minute Header

Meetings Main

 Create    Edit      Delete  

  Folder   Folder   Folder

Click on Create New Folder icon   Create a Folder 

 

Create a Meeting Folder

 

Save and New Save and Copy Folder Icon

 

Insert all appropriate identifying meeting information.  The required fields (*) will be shown on your meeting report.  Click on

•Save – saves and brings you back to the main screen
•Save & New – saves and brings up a new meeting folder screen
• Save & Copy – saves and creates a copy of the previous screen

 

Meetings Folder View

 

 

The folder will be shown in the meeting log.

To create an agenda or minutes, click on the folder name